Jason Michael Venditti

Stirlingshire Investments

20 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Stirlingshire Investments

Compensation

Fee-Only (AUM)

Firm Size

24 advisors

Number of Clients

264 clients

Average Client Portfolio

$262K average

Assets Under Management

$69.2M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

Port Charlotte, FL

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

December 2013

Settled

Employment Separation After Allegations

January 2009

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Jason owns and operates Punta Gorda Insurance LLC, selling property and casualty insurance. He also sells life insurance under his own name.

Employment History

Current Registrations

Stirlingshire Investments

September 2024 - Present · 1 yr 5 mos

Stirlingshire Investments

December 2023 - Present · 2 yrs 2 mos

Stirlingshire InvestmentsBroker

December 2023 - Present · 2 yrs 2 mos

Previous Registrations

Hazard & Siegel, INC.Broker

July 2017 - December 2023 · 6 yrs 5 mos

Hazard & Siegel Advisory Services LLC

July 2017 - December 2023 · 6 yrs 5 mos

MML Investors Services, LLCBroker

March 2014 - July 2017 · 3 yrs 4 mos

Pinnacle Investments, LLCBroker

February 2009 - March 2014 · 5 yrs 1 mo

Northwestern Mutual Investment Services, LLCBroker

June 2006 - February 2009 · 2 yrs 8 mos

Morgan Stanley

September 2005 - June 2006 · 9 mos

Morgan Stanley Dw INC.Broker

September 2005 - June 2006 · 9 mos

State Registrations2 states

FLNY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.